Process Unfiled Document > Properties

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

To insert the unfiled document in the current engagement you must provide the following information on the Properties page of the Process Unfiled Document wizard:

Choose File > Process Unfiled Workpapers to open the Process Unfiled Document wizard. Select to Move, Replace, or leave the selected unfiled document unchanged, and then click the Next button to make further choices based on the option selected.

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